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Joshua A

Series 66, Series 65

San Antonio, TX

OneAscent Family Offices

Joshua Arrington is a financial advisor with OneAscent Family Offices in San Antonio, TX, holding Series 66 and Series 65 licenses and nine years of industry experience. He has worked at Archetype Wealth Partners and Grace Point Church prior to joining OneAscent. OneAscent Family Office provides investment advisory and family office services to high-net-worth individuals, trusts, pension and profit-sharing plans, and other entities. The firm offers discretionary and non-discretionary asset management, financial planning, and a range of family office services, managing portfolios according to individualized asset-allocation guidelines and employing multiple affiliated entities to support its offerings.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Family Business
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Larry J

Series 65

Golden, CO

OneAscent Family Offices

Larry Jones is a financial advisor at OneAscent Family Offices with Series 65 credentials and two years of industry experience. He has served as a consultant on legal matters and business strategy for Pushplay Holdings, Limited, a company specializing in donation and live streaming software, since 2010. Prior to joining OneAscent, he worked at Corepoint Health. OneAscent Family Office provides investment advisory and family office services to high-net-worth individuals, trusts, pension and profit-sharing plans, and other entities. The firm offers discretionary and non-discretionary asset management, financial planning, and a range of family office services, utilizing individualized asset allocation and multiple affiliated entities to support client needs.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Family Business
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Philip S

Series 63, Series 65

Marco Island, FL

OneAscent Family Offices

Philip Shaffer is a financial advisor at OneAscent Family Offices with Series 63 and Series 65 credentials and 45 years of industry experience. Prior to joining OneAscent in 2024, he worked at Hamilton Capital Management, Inc. and Morgan Stanley, among other firms. OneAscent Family Office provides investment advisory and family office services primarily to high-net-worth individuals and institutional clients. The firm offers customized asset management, financial planning, and family office solutions, utilizing multiple affiliated entities and various third-party managers to implement client portfolios.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Family Business
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